Adding your units to RentCheck is a key step in the onboarding process. Our goal is to make uploading your properties as simple as possible so you can quickly start setting up inspections. Here's how to upload your units using an AppFolio unit list CSV file.
Steps:
Download your units list CSV from AppFolio. Follow the instructions in this guide HERE. To recap, the columns you’ll need in your download file are:
Unit TypeBedroomsBathroomsUnit Street Address 1Unit Street Address 2Unit CityUnit StateUnit Zip
Open the CSV file you just downloaded in an editor (e.g. Google Sheets). Create a new column to the left of your first column and label it “Team ID”.
Next, go back to RentCheck and navigate to the “Teams” page from the top right button with your initials. Click on the team that you want to import units for, and copy the ID from the URL. The team ID comprises letters and numbers only, so do not include the forward slash. This ID is highlighted in the example below.
Paste the ID you just copied in the first row under “Team ID”. Make sure to paste this ID in every row for each unit you plan to upload (IMPORTANT: If your team ID ends with a number instead of a letter, make sure the ID stays consistent across all cells and does not change as you are dragging the ID down) .
[OPTIONAL]: You can create a new column to the right of your last column called “Additional Rooms/Areas”. This column will determine the additional rooms added to your unit beyond bathrooms/bedrooms. You can add rooms from the below accepted list of rooms or create custom rooms.
Choose from the accepted list: Kitchen, Living Room, Dining Room, Family Room, Laundry Room, Hallway, Stairway, Garage, Carport, Basement, Patio, Den, Attic, Office, Storage Room, Loft, Exterior, Pool
Create Custom Rooms: To add a custom room, you'll need to first create the custom room in your Property Configuration page, and then add it to the upload file in the "Additional Rooms" column.
When including custom rooms in your upload, make sure that the room name exactly matches what you have in your file.
IMPORTANT Do not add rooms to the spreadsheet that are not in the accepted list or custom rooms you’ve set up. Including unapproved room names in your upload will cause the process to fail.
By default, if no additional rooms are provided when importing units, then a default room configuration is added based on the property type (Single Family, Multi Family, Apartment or Condo). Below are the default configurations:
Single Family: Kitchen, Living Room, Dining Room, Laundry Room, Hallway, Stairway, Garage, Exterior.
Multi-Family: Kitchen, Living Room, Dining Room, Laundry Room, Hallway, Balcony, Patio.
Apartment or Condo: Kitchen, Living Room, Dining Room, Laundry Room, Hallway, Balcony, Patio.
Save your new file and export it as a new CSV. This is the file you will use to import your units, not the original file you downloaded from AppFolio. You can find a sample import file with sample data HERE.
Go back to RentCheck and select “Account”.
Select “Imports”.
Select “Unit Import”.
Select “Create Units”.
Under the question Do you use a Property Management System, select AppFolio.
Next, you’ll see a popup. If you’d like to integrate AppFolio with RentCheck and not have to worry about manually uploading your data, please stop at this step and go to the Integrations page. Otherwise, select “Stick with manual imports.”
Select “Next” at the bottom right of your screen.
Click “Select file” and select the AppFolio CSV file that you will be uploading.
Press “Continue”.
Ensure that the columns in your file are correctly mapping to the template fields. Note: If there are any unmatched Template fields, you’ll see that template field cell read “Search or select”. Choose from the dropdown of options that best pairs with the column in your file. Once everything looks good, press “Continue”.
Look into the “Valid” and “Error” windows. Make sure to correct any errors listed in the “Error” window. Once you can confirm there are no errors, go ahead and select “Import X records”.
Congratulations! You’ve finished uploading your units. Click “Done” in the bottom right of your screen.
IMPORTANT: Double-check that there are no new records under “Error count” in the table on the Imports page. If the number under the “Error count” column is not zero, click on the hyperlinked number (e.g. 13) to download a new CSV with details of why the unit uploads failed.
General Data Preparation Tips
Make sure there are no empty rows before your data and/or unnecessary total rows. In the example below, row 2 is an unnecessary empty row and row 6 is an unnecessary total row. Both should be deleted prior to uploading your file.
Make sure Bedrooms and Bathrooms are present for each unit.
Make sure the Unit Street Address, State, City, and Zip Code are present for all units you upload.
Use the error CSV file to your advantage!
Step 1: Download the error CSV file
Step 2: Open the error CSV file in an editor like Google Sheets.
Step 3: Read the error message
Step 4: Correct the file based on the error message (e.g. if City is missing, enter a valid City).
Step 5: Delete the Error message column
Step 6: Re-create a “Team ID” column
Step 7: Copy your Team ID again across all rows
Step 8: Attempt the upload again with your corrected file
Reach out to our team for support using the “Get Help” button at the bottom right of your screen.
Need more help? Our Customer Support team is always here to assist you. Don’t hesitate to contact us via our Support chat.